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Advisors Asset Management’s Imperial Oil IMO Stock Holding History

Advisors Asset Management’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,013
Closed -$218K – 1506
2025
Q1 		$218K Sell
3,013
-1,250
-29% -$85.9K ﹤0.01% 1096
2024
Q4 		$263K Sell
4,263
-1,317
-24% -$95.5K ﹤0.01% 1073
2024
Q3 		$393K Sell
5,580
-302
-5% -$21.4K 0.01% 989
2024
Q2 		$401K Sell
5,882
-31
-0.5% -$2.13K 0.01% 954
2024
Q1 		$409K Sell
5,913
-8
-0.1% -$488 0.01% 969
2023
Q4 		$339K Buy
5,921
+155
+3% +$8.9K 0.01% 1004
2023
Q3 		$355K Buy
5,766
+4,659
+421% +$255K 0.01% 987
2023
Q2 		$56.6K Buy
+1,107
New +$55K ﹤0.01% 1264
2016
Q1 		– Sell
-7,047
Closed -$229K – 1858
2015
Q4 		$229K Sell
7,047
-1,158
-14% -$37.5K ﹤0.01% 1355
2015
Q3 		$259K Sell
8,205
-5,789
-41% -$201K ﹤0.01% 1299
2015
Q2 		$540K Sell
13,994
-1,052
-7% -$43.3K 0.01% 1098
2015
Q1 		$600K Sell
15,046
-2,470
-14% -$96.2K 0.01% 1031
2014
Q4 		$754K Sell
17,516
-6,640
-27% -$302K 0.01% 943
2014
Q3 		$1.14M Buy
24,156
+871
+4% +$44.7K 0.02% 777
2014
Q2 		$1.23M Buy
23,285
+8,274
+55% +$407K 0.02% 765
2014
Q1 		$699K Buy
15,011
+3,373
+29% +$147K 0.01% 882
2013
Q4 		$515K Buy
11,638
+954
+9% +$41.5K 0.01% 952
2013
Q3 		$470K Buy
10,684
+2,779
+35% +$117K 0.01% 917
2013
Q2 		$302K Buy
+7,905
New +$309K 0.01% 981

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advisors Asset Management's IMO Position: Q2 2025 in Review

Advisors Asset Management sold out of Imperial Oil (IMO) in Q2 2025, closing a stake of 3,013 shares — an estimated $218K sold.

Advisors Asset Management first reported a position in IMO in Q2 2013 and held it in 19 quarters. The position peaked at $1.23M in Q2 2014. 319 funds tracked by Wall St. Rank hold IMO as of Q2 2025.

  • Advisors Asset Management reported no remaining Imperial Oil position as of Q2 2025 after selling out during the quarter.
  • Advisors Asset Management sold 3,013 Imperial Oil shares in Q2 2025, an estimated $218K.
  • Advisors Asset Management first reported a position in Imperial Oil in Q2 2013 and held it in 19 quarters.
  • Advisors Asset Management's Imperial Oil position peaked at $1.23M in Q2 2014.
  • 319 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2025.

Based on Advisors Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.